Author: YH Wong

I got back from a short working trip, and let me tell you that one of the greatest blessings of this journey was meeting a group of people who radiated positivity. As if the universe wanted to sprinkle a little extra magic on the experience, a number of them turned out to be meditators too….

I will be on the road and my blog might be taking a little break due to iffy internet connections. Do not worry, I’m not abandoning ship. What if the markets crash while I’m gone? My team are here holding the fort plus my trusty TM-IM system will be on duty, managing those positions like…

Congratulations, bulls! It is like an early holiday gift wrapped in a better-than-expected CPI report and some jolly strong bank earnings. Take a look at the charts from CNBC below. They paint a clear picture of why the market’s mood has shifted. A sharp drop in 10-year Treasury yields and a stock market rally that…

Fresh off crunching the numbers and wrapping up performance reports for a variety of portfolios, I stumbled upon this Bloomberg article about Bitcoin and let us just say, it grabbed my attention faster than a sudden market rally or crash. Regardless of his comments, our strategic allocation to digital assets is a move I’m confident…

While sifting through the latest batch of regular reports in my email inbox, I stumbled upon an update that managed to stand out. Here is a section: I perceive there to be two types of investors: the biologist and the physician. The physicians are more numerous. They have been taught to believe in universal laws,…

Gold has performed remarkably well in 2024. According to World Gold Council, the yellow metal has thus far benefitted from continued central bank buying, Asian investment flows, resilient consumer demand, and a steady drumbeat of geopolitical uncertainty. As an investment for the long-term investors, gold helps enhance portfolio diversification, acts as store of value, and offers…

One of the things that meditators do every day is performing Surya Namaskar before each meditation session. Surya Namaskar, also known as Sun Salutation, is a series of yoga poses or postures performed in a sequence. It’s a traditional practice that originated in India. With the global spread of yoga, Surya Namaskar gained popularity outside…

While reviewing my emails this morning, I came across another interesting article by Denise Chisholm from Fidelity Investments that I believe would be valuable for my investors as part of their ongoing learning journey. Denise is undoubtedly one of the sharpest minds in the field and I have gained a great deal of insight from…

Whoa! Stocks threw a tantrum as long-term bond yields edged closer to their 2024 highs. Over time, I have grown used to the pessimists and fear mongers predicting doom and gloom at every turn. As expected, I prefer to focus on the brighter side, seeing this as the markets simply adjusting to the normalization of…

Are things getting bubbly? I have just finished reading another gem by Howard Marks. As the co-founder of Oaktree Capital Management, established in 1995, he is definitely one of my favorite financial writers out there. You can always count on him for insights that make you think. Here is a section: The greatest bubbles usually…